Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
NDA For Financial Information
1. Parties: Identification of the disclosing and receiving parties, including full legal names, registration numbers, and addresses
2. Background: Context of the agreement, including the nature of the financial information to be shared and the purpose of the disclosure
3. Definitions: Key terms including 'Confidential Information', 'Financial Information', 'Authorized Persons', 'Permitted Purpose', and other relevant definitions
4. Scope of Confidential Information: Detailed description of what constitutes confidential financial information, including explicit categories of protected information
5. Obligations of Confidentiality: Core confidentiality obligations, security measures, and standard of care required
6. Permitted Use and Disclosure: Specific permitted uses of the confidential information and conditions for disclosure to authorized persons
7. Data Protection Compliance: Obligations under Danish Data Protection Act and GDPR, including handling of personal financial data
8. Security Measures: Required technical and organizational measures to protect confidential information
9. Return or Destruction of Information: Obligations regarding the return or destruction of confidential information upon termination or request
10. Term and Termination: Duration of the agreement and termination provisions
11. Breach and Remedies: Consequences of breach, including remedies and indemnification
12. General Provisions: Standard clauses including governing law, jurisdiction, entire agreement, and amendments
1. Insider Trading Prevention: Required when the financial information may include market-sensitive information, detailing specific obligations to prevent insider trading
2. Third Party Rights: Include when confidential information may belong to or relate to third parties
3. Cross-border Transfers: Required when financial information may be transferred outside Denmark or the EU
4. Audit Rights: Optional section granting rights to audit compliance with the NDA obligations
5. Insurance Requirements: Include when specific insurance coverage is required for handling sensitive financial information
6. Business Continuity: Required for critical financial information where continuous access and protection must be maintained
7. Regulatory Reporting: Include when parties may need to report to financial regulators or authorities
1. Schedule 1 - Categories of Confidential Information: Detailed list of specific types of financial information covered by the NDA
2. Schedule 2 - Authorized Persons: List of individuals or roles authorized to access the confidential information
3. Schedule 3 - Security Requirements: Detailed technical and organizational security measures required
4. Schedule 4 - Data Processing Requirements: Specific requirements for processing personal financial data under GDPR
5. Appendix A - Information Handling Procedures: Step-by-step procedures for handling, storing, and destroying confidential information
Authors
Find the exact document you need
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.